Main features:

• Group & individual policies
• Client database
• Commissions management
• Prospects, clients, and renewals management
• Advanced reporting

The Insurance management tool implemented for Prime Insurance local company has been designed to sell group and individual insurance policies. The tool is focused on managing commissions paid to the agency by the carrier as well as the commissions owed by producers. It enables brokers to easily manage their prospects, clients, and renewals. This system is backed up by a comprehensive database for storing all the individual and group clients’ details related to an insurance company or agency. Its design allows for easy growth, expansion, and customization. The system supports both predefined and ad-hoc querying and reporting.